SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 337 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,830 | -4.5% | 284 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $21,808 | -22.7% | 283 | -25.9% | 0.00% | -33.3% |
| Q1 2023 | $28,197 | +17.5% | 382 | +7.3% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 356 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 356 | +0.3% | 0.01% | -14.3% |
| Q1 2022 | $30,000 | +87.5% | 355 | +102.9% | 0.01% | +75.0% |
| Q4 2021 | $16,000 | +60.0% | 175 | +52.2% | 0.00% | +100.0% |
| Q3 2021 | $10,000 | 0.0% | 115 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $10,000 | – | 115 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 317,950 | $22,415,000 | 7.44% |
| Forbes Financial Planning, Inc. | 66,910 | $4,707,000 | 6.75% |
| DENVER WEALTH MANAGEMENT, INC. | 60,657 | $4,276,000 | 4.47% |
| AIRE ADVISORS, LLC | 167,106 | $11,785,000 | 4.20% |
| ERTS Wealth Advisors, LLC | 186,902 | $13,177,000 | 3.74% |
| Clarus Wealth Advisors | 72,633 | $5,170,000 | 3.64% |
| Rodgers & Associates, LTD | 293,508 | $20,692,000 | 3.55% |
| NorthRock Partners, LLC | 460,248 | $32,447,000 | 3.37% |
| FAS Wealth Partners, Inc. | 445,865 | $31,433,000 | 3.31% |
| Financial Planning & Information Services, Inc. | 182,221 | $12,847,000 | 3.13% |